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The Best Marketing Strategy

Experiments in Advisor Marketing

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Marketing Strategies and the Sales Funnel

This chapter discusses the importance of having a good process for moving potential clients into the bottom of the sales funnel. It emphasizes the need for a thoughtful process that demonstrates how their services are the best fit for the client's needs. The speaker also discusses the importance of documenting where marketing strategies or activities fit in the marketing funnel and measuring their effectiveness.

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